Local 1783 I.B.E.W. Pension Fund
Sponsored by Board Of Trustees Of Local 1783 I.B.E.W. Pension Fund · EIN 131889643 · Plan #001 · Armonk, NY
- Total assets
- $16.7M
- Net assets
- $16.7M
- Active participants
- 74
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Layne Mccarthy | Employee (plan), Direct payment from the plan | $100,145 |
| Rosemarie Mccarthy | Employee (plan), Direct payment from the plan | $55,350 |
| Quan Vest | Investment management fees (direct), Consulting fees, Investment advisory (plan) | $48,000 |
| Mccarthy & Preece Pllc | Insurance agents and brokers, Direct payment from the plan | $42,000 |
| Lawrence S. Fischer, Cpa | Accounting, Direct payment from the plan | $24,700 |
| Gilberto Mendoza | Trustee (individual), Direct payment from the plan | $18,177 |
| Andrew Fair, Esq. | Trustee (individual), Direct payment from the plan | $18,000 |
| Matthew Rocco | Employee (plan), Direct payment from the plan | $18,000 |
| Dylan Wiley | Employee (plan), Direct payment from the plan | $15,000 |
| Summit Actuarial Services | Actuarial, Direct payment from the plan | $13,000 |
| Weaver & Tidwell, Llp | Accounting, Direct payment from the plan | $6,000 |
| Newtower Trust Company | Investment management fees (indirect), Investment advisory (plan) | $0 |